A TWO-MINUTE STARTING POINT

Where does the handover get difficult?

Choose the issue closest to your team. The result suggests what to bring to a project discussion. Answers stay in this page and are not sent anywhere.

Review the customer request

Take three redacted enquiries and identify the detail staff repeatedly ask for. Try one clearer question and a useful confirmation before expanding the form.

For intake, review three enquiries. For transfers, map one record across tools. For finance, follow an approved job through invoicing with your finance reviewer. If ownership is unclear, assign the next action before automating it.

This tool does not assess tax, legal or grant eligibility. Discuss a project using a fictional example.